Behavioral Investment Counseling:Our goal is to help you make smart decisions about your money. We believe that the dominant determinant of long-term, real-life portfolio returns is investor behavior. We help you maintain and enhance your wealth by focusing on the things that are important to you and the things that you can affect.Advanced Planning:After the initial Investment Plan is implemented, we begin to look at more advanced planning issues that are important to clients. Each client is different, so we work together to determine the most important issues the client faces and determine the best course of action. We may recommend the expertise of other professionals during this phase, such as estate planning attorneys, insurance professionals, and tax professionals.Relationship Management:Client Relationship Management: We work closely with you in all aspects of your financial life. We want you to call us about any financial matter - if we can't help you, then we will refer you to someone who can. We can help you in areas such as: purchasing or refinancing a home, buying or leasing a car, paying down debt and finding the best solution for college funding, just to name a few.Expert Team Management: We work with your other advisors in order to make sure that your best interests are served and there are no gaps in your financial plan. Integra Wealth, along with your other advisors, make up your Expert Advisory Network. College Planning:With the average four-year cost of college EXCEEDING $100,000 for one child, like most parents, you're probably very concerned about paying for college. At the same time, you are even more concerned about saving for your retirement. Therein lies the dilemma:Will you need to sacrifice your retirement in order to educate your children?Most parents think that "college planning" means "saving for college" - that they are identical. They see the two goals of saving for retirement and planning for college as mutually exclusive and so they do very little, if any college planning. Most parents - regardless of income - don't plan for college until it becomes URGENT. This lack of planning actually increases their out-of-pocket college costs and may needlessly divert thousands of dollars from their retirement savings. The fact is that college planning is NOT just "saving for college." It also includes college planning and funding strategies that can help parents save ON their college costs - not just FOR college costs.Integra Wealth is a leader in providing college planning and funding solutions to parents of college-bound children, helping them solve their college funding dilemma.
Integra Wealth871 McCallie Ave.Chattanooga, TN 37403Tel: (423) 664-0344Fax: (423) 752-2356
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